Institute for Wealth Management, LLC.
Position in VKTX — Viking Therapeutics, Inc.
CIK 1533954
DENVER, CO
Position in VKTX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,238,163
+$700,968 QoQ
Shares Held
108,643
-0.1% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#79
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VKTX Over Time
Shares Held
Position Value (USD)
Derivatives in VKTX
reported options exposure · as of Sep 30, 2025CallValue
$10,512
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $11,270,960 across 30 Biotechnology names. VKTX ranks #1 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VKTX |
Viking Therapeutics, Inc.
This page
|
108,643 | $4,238,163 | |
| 2 | IMMX |
Immix Biopharma, Inc.
|
337,552 | $3,480,161 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
3,202 | $1,590,529 | |
| 4 | ABSI |
Absci Corp
|
99,892 | $1,157,748 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
586 | $365,394 | |
| 6 | RPRX |
Royalty Pharma plc
|
1,688 | $94,646 | |
| 7 | TECH |
BIO-TECHNE Corp
|
860 | $60,759 | |
| 8 | ARGX |
Argenx SE
|
47 | $43,605 |
All Filings in VKTX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,238,163 | 108,643 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,537,195 | 108,703 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,796,379 | 107,913 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,718,587 | 103,447 | Shares | Sole | 2025-10-17 | |
| 2025-09-30 | $10,512 | 400 | Call | Sole | 2025-10-17 | |
| 2025-06-30 | $2,394,990 | 90,377 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,181,638 | 90,337 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,243,424 | 80,602 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,294,164 | 36,237 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,692,079 | 31,920 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $703,560 | 8,580 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $221,086 | 11,880 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $131,511 | 11,880 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $195,557 | 12,064 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $204,378 | 12,275 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $115,385 | 12,275 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $33,388 | 12,275 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $35,474 | 12,275 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $36,825 | 12,275 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $56,465 | 12,275 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $77,087 | 12,275 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $74,126 | 12,375 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $78,271 | 12,375 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $69,671 | 12,375 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $70,794 | 12,164 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $86,375 | 11,980 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $56,066 | 11,980 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||